Referral TemplatesOnboarding and operations

Define referral programs and track the work behind each reward.

Set referral eligibility, allowed domains and reward items in reusable templates. Connect those templates to jobs and review referral status instead of relying on informal introductions.

TapTalent Candidate CRM, shown with sample data

What you can do with Referral Templates.

  • Create and maintain referral templates

  • Configure eligible referrers and allowed domains

  • Define reward items and custom fields

  • Link templates to jobs and review referral status

How it works.

  1. 01

    Define the program

    Set eligibility and reward rules in a template.

  2. 02

    Connect the job

    Use the referral template for the relevant hiring need.

  3. 03

    Review progress

    Follow candidate and reward status as the referral advances.

And this is what it looks like when the agents run it.

Built for

  • Recruiting teams
  • Referral program managers

Works with

See Referral Templates on your hiring.

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